Appian Way Asset Management as of Dec. 31, 2019
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 28 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stanley Black & Decker (SWK) | 12.8 | $27M | 160k | 165.75 | |
| Berry Plastics (BERY) | 7.4 | $15M | 325k | 47.49 | |
| Lyondellbasell Industries N Shs Cl A (LYB) | 6.2 | $13M | 137k | 94.48 | |
| Nxp Semiconductors N V (NXPI) | 6.0 | $13M | 99k | 127.26 | |
| Dupont De Nemours (DD) | 5.3 | $11M | 171k | 64.20 | |
| Republic Services (RSG) | 5.2 | $11M | 120k | 89.63 | |
| Quanta Services (PWR) | 4.8 | $10M | 246k | 40.71 | |
| Westrock (WRK) | 4.6 | $9.6M | 224k | 42.91 | |
| MasTec (MTZ) | 4.6 | $9.5M | 148k | 64.16 | |
| Air Products & Chemicals (APD) | 3.8 | $7.8M | 33k | 235.00 | |
| Axalta Coating Sys (AXTA) | 3.4 | $7.0M | 229k | 30.40 | |
| Graphic Packaging Holding Company (GPK) | 3.1 | $6.5M | 388k | 16.65 | |
| Microchip Technology (MCHP) | 3.0 | $6.3M | 61k | 104.72 | |
| Tronox Holdings Shs Cl A (TROX) | 3.0 | $6.2M | 545k | 11.42 | |
| Owens Corning (OC) | 2.8 | $5.9M | 90k | 65.12 | |
| United Technologies Corporation | 2.7 | $5.7M | 38k | 149.75 | |
| Huntsman Corporation (HUN) | 2.6 | $5.3M | 221k | 24.16 | |
| Paccar (PCAR) | 2.5 | $5.2M | 66k | 79.11 | |
| Mosaic (MOS) | 2.4 | $5.1M | 235k | 21.64 | |
| Toll Brothers (TOL) | 2.2 | $4.5M | 114k | 39.51 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $4.4M | 14k | 321.83 | |
| Crown Holdings (CCK) | 2.0 | $4.1M | 57k | 72.53 | |
| Cabot Microelectronics Corporation | 1.9 | $4.0M | 28k | 144.32 | |
| Parker-Hannifin Corporation (PH) | 1.7 | $3.5M | 17k | 205.84 | |
| Valaris Shs Cl A | 1.6 | $3.3M | 505k | 6.56 | |
| General Electric Company | 1.6 | $3.3M | 297k | 11.16 | |
| Beacon Roofing Supply (BECN) | 0.5 | $1.0M | 32k | 31.98 | |
| Delphi Technologies SHS | 0.2 | $455k | 35k | 12.84 |
